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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
76
Walkner Condon Financial Advisors
Wisconsin
$456K +$70.5K +1,633 +18%
SWA
77
Sax Wealth Advisors
New Jersey
$454K – – –
SC
78
Savant Capital
Illinois
$449K +$216 +5 +0%
KW
79
KWB Wealth
California
$419K +$408K +9,455 New
ISFAN
80
Investor's Fiduciary Advisor Network
Washington
$409K +$416K +9,632 New
AWM
81
Apollon Wealth Management
South Carolina
$405K -$12.7K -295 -3%
TC
82
TownSquare Capital
Utah
$398K +$77.7K +1,799 +24%
FFA
83
Farther Finance Advisors
California
$394K -$17.1K -397 -4%
LFA
84
Longview Financial Advisors
Alabama
$391K +$432 +10 +0.1%
SA
85
Sanctuary Advisors
Indiana
$379K -$42.8K -992 -10%
MIA
86
Milestone Investment Advisors
Wisconsin
$360K +$231K +5,360 +172%
CPBTD
87
Central Pacific Bank - Trust Division
Hawaii
$359K – – –
HI
88
Harbour Investments
Wisconsin
$353K -$9.58K -222 -3%
Goldman Sachs
89
Goldman Sachs
New York
$345K +$22.1K +512 +7%
APW
90
Austin Private Wealth
Texas
$341K -$125K -2,899 -27%
RA
91
RFG Advisory
Alabama
$328K +$333K +7,714 New
AAS
92
Avantax Advisory Services
Texas
$324K -$118K -2,739 -26%
OL
93
Optas LLC
Texas
$322K +$18.3K +424 +6%
EFG
94
Elios Financial Group
Ohio
$302K +$30.2K +700 +11%
CHP
95
Cable Hill Partners
Oregon
$292K -$907 -21 -0.3%
MOS
96
MGO One Seven
Ohio
$288K -$80.6K -1,867 -22%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$287K – – –
ATPW
98
Ashton Thomas Private Wealth
Arizona
$284K +$288K +6,680 New
VWM
99
Venturi Wealth Management
Texas
$283K +$24.6K +569 +9%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$273K -$180K -4,159 -39%